Free Resource for Veterans - HeirList (IHS)

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for any errors or omissions or for the results obtained from the use of this information. All information in these documents is provided “as is” is with no guarantee of
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does not constitute legal or professional advice. Receipt of these documents does not create an attorney-client privilege. Before making any decision or taking any action, you
should consult with a professional or reference any official sources for the most accurate and updated information.
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HeirList Mobile Application 
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Question BN - Veteran
(Last Updated: June 24, 2021)
(BN) Were they, a spouse, child or parent eligible for any Veteran related benefits?
This Question is focused on all the areas related to veterans. Though one might think that the question
should be ‘were they a veteran’, it is more complicated as spouses, and sometimes even children and
parents, may be qualified for benefits. There are a variety of documents and tracking numbers that will
help facilitate understanding the service of the veteran and also allowing the different organizations to
provide accurate assistance. There may be a cemetery selection/entrance process, as well as funeral
support services and items. There are a variety of possible benefits, and the Items cover those (and their
sources) that we have been able to identify to date. Some of the benefits are specifically for different
types of survivors. Lastly there are honors to bestow on those who served, and ensuring that their fellow
veterans and former units are informed of their passing. These areas can be confusing and intimidating,
and we imagine that we will add additional clarifying information, as well as possible Items that we
have missed. Please review any listed emails, links and phone numbers to ensure they are current.
____________________________________________________________________________________
Items
Items for Question BN - Veteran
798 Find, secure, understand all documents and information on veteran or survivor status.
799 Find Military service papers, including discharge records.
800 Find the Veterans’ benefit records & VA number (Veteran Affairs Identification Number).
801 Search for additional information (e.g. military unit, groups, ships). Decide on informing.
802 Determine if Veteran Cemetery desired by deceased or family. Request evaluation to qualify.
803 Arrange for Veteran headstone, marker or medallion for their grave.
804 Request Burial Plot Interment Allowance. The form is VA 21P-530.
805 Request Military Honors at the burial, including a burial flag.
806 Request Veteran's Insurance (examples are VGLI, FSGLI, VMLI, SGLI, S-DVI).
807 Request Veteran's Administration (VA) Survivor Benefits. (e.g. Survivors Pension)
808 Close out or transfer their PX (Post Exchange) account(s).
809 Contact Casualty Assistance Office if they died on active duty.
810 Investigate and obtain Wartime Service Pension (if applicable).
811 Investigate and request Dependency & Indemnity Compensation.
812 Contact Veteran Service Organizations (VSO) to check for benefits. (e.g. AMVETS, VFW)
The information below is in support of the International Deceased Resolution Standards (IDRS available at ‘Death.org’
and is offered as a resource in conjunction with the HeirList mobile application). These descriptions and solutions will
continue to be added to and refined, and please notify HeirList via our website if you have questions or suggestions.
We thank you for your support. – Jay Martin & the HeirList Team

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813 Notify DFAS (Defense Finance & Accounting Service) with respect to any benefits administered.
814 Determine if they had a Survivor Benefit Plan (SBP).
815 Determine if survivors can continue to receive healthcare (e.g. TRICARE).
816 Investigate and apply for tax forgiveness, if available.
817 Review Department of Veteran Affairs information to find any other benefits.
818 Contact other military organizations for support (e.g. AER, AFAS, NMCRS).
____________________________________________________________________________________
798 - Find, secure, understand all documents and information on veteran or
survivor status.
Are there any documents or other information relating to possible veteran status or eligibility?
Determine and identify if the Deceased was a veteran or had veteran survivor status. A veteran would be any
individual who has served in any of the branches of the military including the Army, Navy, Air Force, Marine
Corps and Coast Guard. Veteran survivor status would be either a qualified surviving spouse or unmarried
dependent child of an identified veteran.
Searching through the Deceased’s electronic and paper files, contacting family, friends, co-workers, neighbors or
doing an online search on the Deceased may all help identify if they were a veteran or had veteran survivor status.
Upon determining if the Deceased was a veteran or had veteran status, secure, record and understand all
documents associated with such a label. Consider looking for documents such as military service records, armed
forces identification cards, a statement of service, discharge or separation certificates and documents, known as
Form DD 214, enlistment or reenlistment documents, knows as a Form DD 4, retirement orders or registers and
even GI bill documents, if the Deceased was a veteran. If the Deceased had surviving status, consider looking for
documents such as Dependency and Indemnity Compensation agreements, Survivor Benefit Plan documents,
Special Survivor Indemnity Allowance agreements and Servicemembers’ Group Life Insurance documents.
Record, review and store documents found accordingly.
Have all files and records been searched for veteran related information?
799 - Find Military service papers, including discharge records.
Did they have service records or discharge that need to be obtained?
Determine and identify if the Deceased was a veteran and obtain their service or discharge records. Service
records could indicate the Deceased’s enlistment date, rank, assignments and duty stations, training and
qualifications, awards and medals earned and any disciplinary actions, if applicable. Discharge records could
illustrate when the Deceased was released from their obligations to the military and how they were released, either
honorably, under bad conduct or dishonorably.
Searching through the Deceased files and records, electronically and physically, contacting family, friends, co-
workers and other individuals that served with the Deceased may help identify if the Deceased had any service or
discharge records. If service or discharge records are unavailable, consider contacting your local Veterans
Administration’s office, the National Archives in Washington D.C. or accessing records through the National
Personnel Records Center. Military records are public information and can often be obtained from the National

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Personnel Records Center. Most military records are public information and can be accessed through the National
Personnel Records Center. Such requests can be made online, by mail or by fax. If requesting by mail or fax, one
will likely have to fill out, request and submit a Standard Form 180 (SF-180), a Request Pertaining to Military
Records to the National Personnel Records Center located at 1 Archives Drive, St. Louis Missouri 63138. The
form may be found online on the National Archives website or through the regional Veterans Administration
office. If the form is to be faxed in, the fax number is 314-801-9195. Response time for obtaining such record
can vary and are dependent on the complexity of the request, availability of the records and the workload at the
National Personnel Records Center. Upon obtaining the Deceased’s records, review them, understand them and
secure them in a safe place.
Have the proper service records related to the Deceased or their relative been obtained?
800 - Find the Veterans’ benefit records & VA number (Veteran Affairs
Identification Number).
Is there a veteran’s benefit record or VA account number that we still need to obtain?
Determine and identify if the Deceased received any veteran’s benefits and obtain the Deceased’s VA account
number. Not all veteran’s or their surviving spouses and children are eligible for VA benefits and for some that
are eligible, their benefits might be partial benefits or deemed as low priority benefits.
Sorting through the Deceased’s records and files and contacting the Deceased’s family, friends or others that
served with the Deceased may help identify if benefits were being received. Searching specifically for records
related to benefit statements, letters about claims, medical treatment, or a Form 10-10EZ, which is the application
to apply for VA medical and health benefits as well as and documents related to CHAMPVA can help secure
benefit records. CHAMPVA is a medical insurance program that is available to dependents and survivors of
curtained disabled veterans. A veteran’s surviving spouse and dependent children are eligible for CHAMPVA if
the veteran was deemed totally or permanently disabled as the result of a service related disability, if the veteran
died as a result of a VA rated service related disability or if the veteran was VA rated as totally and permanently
disabled at the time of death.
Regarding a veteran’s eligibility for benefits, there is generally a minimum duty requirement that needs to be met
with the following exceptions: if the veteran was discharged as a result of a service related disability, or were
discharged for a hardship or “early out”, or served prior to September 7, 1980. Furthermore, benefits are priority
driven based on service-related disability, other disabilities and the income of the veteran.
Upon securing the Deceased’s benefit records, view the statements to identify the VA account number and
reconcile any amounts that may be past due on the account. If the Deceased’s benefit records are unavailable,
consider contacting the Veteran’s Association (VA) to obtain a copy. This can be done electronically through the
VA’s website and eBenefits portal, by visiting a local VA office or by mailing in such a request. In addition,
submitting a Standard Form 180, a copy of the Deceased’s death certificate as well as personal identification and
a power of attorney from the delegated trustee, beneficiary or executor of the Deceased’s estates may be required.
Once the benefit records have been received, record the account number, review the records and send a copy to
the executor of the Deceased’s estate.
Have we obtained the relevant (i.e. if not the Deceased) veteran benefit record and VA account
number?

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801 - Search for additional information (e.g. military unit, groups, ships). Decide on
informing.
Did the Deceased serve in a military unit that should be contacted, and do we want to contact
them?
Identify, determine and confirm what branch of the military the Deceased belonged to and if they were part of any
unit, team, ship or other group that needs to be contacted and updated. There are numerous units throughout the
various military branches which are generally operational divided such as military intelligence, combat engineers
or special forces.
Searching through the Deceased’s belongings such as pictures, old files and documents, specifically service
records as well as contacting family, friends, neighbors, co-workers and other service members that the Deceased
served with may help identify which branch of the military the Deceased belonged to, or was related to in the
event that the Deceased was a surviving spouse or dependent of a veteran, and what units, teams or groups they
served with and were assigned to. If this information is unavailable, it may be obtained by receiving a copy of the
Deceased’s military records. Copies of such records can be obtained from the National Personnel Records Center
either online, by mail or by fax. Other options may include searching for the Deceased online, through sites like
Military.com or Military connections. Upon identifying the units, team and group the Deceased served with,
consider contacting the unit leader or other individuals who served alongside the Deceased to inform them of the
Deceased’s passing. It is not mandatory to report a veteran’s death to their military unit but might be a good idea
based on the relationship the Deceased had with their unit. If contact information for the Deceased’s unit is
unavailable, consider contacting the local VA’s office or military recruitment center and doing an online search
for such contact information.
Have all former military units that we wished to contacted been informed of the passing?
802 - Determine if Veteran Cemetery desired by deceased or family. Request
evaluation to qualify.
Did the veteran, or does the family, want a veteran cemetery eligibility evaluation?
Identify and determine if the Deceased, or the Deceased’s family, wished to be buried at a veteran cemetery and if
they qualify. According to the VA, there are (as of 2021) 155 national veteran cemeteries, and many with
available space and most veterans or spouses, and dependent children of veterans qualify to be buried in such a
cemetery, with a few exceptions. The burials are usually free of charge and research indicates that most veterans
choose such an option. There also may be state veteran cemeteries to consider as well.
Sorting through the Deceased’s records and files, such as the Deceased’s Will, enlistment paperwork or military
records, contacting family, friends, co-workers and other service members that the Deceased served with may
help determine if the Deceased wished to be buried at a veteran cemetery. Speaking with family members will
help determine if the family wants such a wish. If the Deceased did not have a Will and military records are
unavailable, consider obtaining a copy of the Deceased’s military records from the National Personnel Records
Center. If the Deceased had no family, friends or acquaintances, consider contacting the local VA’s office and
sorting through options.
Upon determining if the Deceased will be buried at a veteran cemetery, confirm that the Deceased is eligible by
reviewing the eligibility requirements and contacting the local VA’s office. In general, most veterans and their

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surviving spouses or dependent children qualify if the veteran was honorably discharged or died while actively
serving. However, there are exceptions, such as those that were drafted but never served, veterans who were
dishonorably discharged, veterans who have been convicted of a capital, sex related crime or subversive activities
and surviving spouses or children who don’t qualify based on marital status.
Considering obtaining, reviewing and understanding the VA Survivors and Burial Benefits Kit as well, which
outlines what is included in a burial. Keep in mind that spouses and children of veterans may be eligible to be
buried in national cemeteries, even if the veteran is still alive. To schedule a burial at a veteran cemetery, contact
the Department of Veterans Affairs National Cemetery, which can be done online through the National Cemetery
Association website or via mail and phone. Eligibility documentation will need to be submitted to the National
Cemetery Association, which can be done by mail, fax or online by sending such documentation to
NCA.Scheduling@va.org. IF further arrangements or confirmations need to be made, one may also call the
National Cemetery Scheduling Office at 1-800-535-1117.
Has eligibility for the veteran been determined, and if eligible are arrangements being made?
803 - Arrange for Veteran headstone, marker or medallion for their grave.
Is a military funeral headstone, marker or a medallion desired?
Determine if the Deceased wanted a military funeral headstone, market or a medallion. Often, burial benefits will
include such a marker and are free of charge. Research indicates that nearly all veterans or veteran’s spouses and
dependent children who are buried at veteran cemeteries chose to have such a marking, with a headstone being the
most popular choice.
Review the Deceased’s military records and paperwork as well as the Deceased’s Will to see if any designation
was identified. Consider contacting family, friends and others that served with the veteran to find out if such
things were discussed or if a preference was mentioned. If there are no preferences, consider using the default
option that the VA may have to offer. Once it has been determined if a headstone, marker or medallion will be
used, contact the National Cemetery Association’s Memorial Programs Service (MPS) to inform them of the
choice as that they are responsible for administering such markers. To request a Government provided headstone,
marker, or medallion, one must submit a VA Form 40-1330, Claim for Standard Government Headstone or
Marker or VA Form 40-1330M, Claim for Government Medallion to the VA along with proof of military service.
It is important to note that the Branch of Service Medallion is only issued to persons who purchased a private
headstone or marker. VA issued headstones or markers are not eligible for the medallion, as the veteran’s branch
will be identified on the headstone or marker. Researching requirements and what is covered by the government
can be done online at sites such as Military.com or by contacting the local or regional VA office.
Has a military funeral headstone, marker or a medallion been ordered or decided against?
804 - Request Burial Plot Interment Allowance. The form is VA 21P-530.
Can the family receive for Burial and Plot Interment Allowance?
Determine and identify if the Deceased is eligible for VA benefits and if the Deceased’s family can receive burial
and plot interment allowances. These are flat-rate monetary allowances based on the type of death, service-
related or non-service related, and when the Deceased died which help cover funeral and burial costs.
In order to be eligible for such allowances, the veteran must have a discharge other than dishonorable and was
either disabled as a result of service, receiving compensation, such as full military retirement or disability pay, or

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a pension from the VA at the time of death, died while under VA care, had an original or reopened claim for VA
compensation or pension pending at the time of death or died on or after October 9, 1996 while a patient at a VA-
approved state nursing home. If the Deceased is eligible for such allowances and the surviving spouse had not
been automatically paid, the VA will pay whoever files a claim first, which could include the Deceased’s children,
parents or executor of the Deceased’s estate. To apply for a Burial and Plot Interment Allowance, a VA Form
21P-530, Application for Burial Benefits must be filled out and submitted. This form may be found online
through the VA website, or can be obtained by contacting the VA regional benefit office in your state. When
submitting the form, include a copy of the Deceased’s death certificate and discharge documents. If a death
certificate is not available, one may be obtained by contacting the Office of Vital Records in the county that the
Deceased resided in at the time of death. If discharge documents are not available, consider contacting the VA
regional benefits office or requesting a copy from the National Personnel Records Center. It is important to note
that the allowances are generally paid at the maximum amount allowed by law and the allowances include a
transportation reimbursement, which may require submittal of applicable receipts.
Has any qualifying Burial and Plot Interment Allowance been received?
805 - Request Military Honors at the burial, including a burial flag.
Are military funeral honors at the burial desired?
Identify and determine if the Deceased or the Deceased’s family desired any military funeral honors at the burial.
These could include the firing of volley shots as a salute, drumming, the use of guards of honor and a flag draping
over the Deceased’s coffin. The federal government states that all veterans who have been discharged, other than
dishonorably, are eligible for military honors.
Secure a copy of the Deceased’s discharge documents to determine if they are eligible for such military honors. It
is important to know that when a spouse or dependent child of a current member or veteran of the Armed Forced
is buried, the branch of which the serving member served or is currently serving in will provide a casket, team and
chaplain, but no other military honors will be provided unless the spouse served as well. Once determining
eligibility and what services the Deceased is eligible for, in order to receive the services evidence must be
provided by submitting and securing a DD Form 214, Certificate of Release or Discharge from Active Duty. This
form can be found online through the VA benefits portal or by contacting the National Personnel Records Center.
If the Deceased is a spouse or dependent child of an actively serving member of the Armed Forces, this document
is not relevant.
Regarding arranging military funeral honors, there are two options for military funerals. The Deceased could be
buried in a national cemetery (or state) or a private cemetery. If buried at a national cemetery, the funeral director
would likely take care of all the arrangements having the government covering most of the expenses directly. If
buried at a private cemetery, the funeral director would likely take care of all arrangements and a reimbursement
for expenses by the government may need to be submitted. In addition to submitting a DD Form 214, a VA Form
21-530, Application for Burial Benefits as well as copies of receipts will likely need to be submitted to the VA for
such reimbursements. Other things to consider in a private ceremony are makers and headstones, which would
require the submittal of VA Form 40-1330, Application for Standard Government Headstone or Marker for
Installation in a Private Ceremony or State Veteran’s Cemetery or a presidential memorial certificate, which
would require completing and submitting VA Form 40-0247, Presidential Memorial Certificate Request Form.
As for requesting of a burial flag at a private cemetery, a VA Form 21-2008, Application for United States Flag
for Burial Purposes will have to be submitted. These forms can be obtained from a Veterans Administration
regional office or online. A copy of the Deceased’s death certificate may also be required.
Have all military funeral honors of interest been arranged?

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806 - Request Veteran's Insurance (examples are VGLI, FSGLI, VMLI, SGLI, S-
DVI).
Did they have any veteran’s insurance policies?
Determine and identify if the Deceased had any veteran’s insurance policies. Part of a veteran’s or surviving
spouse and dependent’s benefit plan includes life insurance. Some examples include VGLI (Veteran’s Group
Life Insurance), FSGLI (Family Service members' Group Life Insurance), TSGLI Group Life Insurance
Traumatic Injury), S-DVI (Service Disabled Veterans Insurance), VMLI (Veteran’s Mortgage Life Insurance),
and SGLI (Serviceman’s Group Life Insurance.
Searching through the Deceased records and files for insurance documents, reviewing the Deceased’s military
records, if applicable, and contacting family, friends or other individuals who served with the Deceased are all
ways to help identify if such insurance policies existed. Secure such documents, review the policies, contact the
appropriate issuing agency to inform them of the Deceased’s passing and collect the insurance payouts. If the
Deceased was actively serving in the Armed Forces, then the Serviceman’s Group Life Insurance (SGLI) would
be applicable. The Office of Servicemembers’ Group Life Insurance (OSGLI) would be the agency that pays out
the proceeds to the service member’s beneficiaries and can be paid out in a lump sum or in 36 equal monthly
installments as directed by the policy and service members election. If a beneficiary was not delegated, the law
states that the proceeds would be paid out in the following order: surviving spouses, children in equal share,
parents in equal share, a duly appointed executor or administrator of the Deceased’s estate and next of kin.
If the Deceased were a veteran and was eligible to receive benefits, the most common insurance policy that would
have been held would be the Veteran’s Group Life Insurance (VGLI). This policy would mimic and be a
continuation of the SGLI policy that the veteran had while serving in the Armed Forces and would remain
effective as long as the policy premiums were paid. If the Deceased were a service member’s spouse or
dependent child, the Family Service members' Group Life Insurance (FSGLI) would be applicable. The active
service member would be the only beneficiary of this policy. The Traumatic Injury Group Life Insurance
(TSGLI) policy is applicable to actively servicing members and is an add on to the SGLI policy which would
provide additional coverage to the beneficiary if the service member suffered a qualifying loss and survived for a
period of not less than seven full days from the date of the traumatic injury. The premium payouts and
beneficiary designations would work like those of the SGLI policy. If the Deceased was a veteran and had a
service-related disability as well as meets a few other eligibility requirements, then Service-Disabled Veterans
Insurance (S-DVI) may be applicable. Veteran’s Mortgage Life Insurance (VMLI) is an insurance policy
provides home mortgage insurance to veterans and service members who are severely disabled as a result of a
service-related occurrence and meet the other requirements. VMLI (as of 2021) pays up to $200,000 on an
outstanding mortgage to help with relief.
Upon determining which policies are applicable to the Deceased, obtain a copy of the policies, confirm they are
active and who the beneficiaries are. This can be done by either contacting the policy issuer, the U.S. Department
of Veterans Affairs’ Veterans Benefits Administration or the local VA’s office.
Have all veteran’s insurance policies been found and benefits secured?

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807 - Request Veteran's Administration (VA) Survivor Benefits. (e.g. Survivors
Pension).
Are any survivor’s eligible for the VA’s survivor benefits?
Identify and determine if the Deceased’s beneficiaries are eligible for any VA survivor benefits. This would
include a non-service-related disability pension, or improved pension and the additional monthly special benefit,
or aid and attendance. Eligibility would likely be based on when the veteran served, for how long and what type
of discharge from the Armed Forces was granted.
Search through the Deceased’s files and record looking for discharge paperwork, separation documents, military
records and any other documents that are related to pensions. Contact the Deceased’s family, friends, co-workers
and other individuals who served with them to find out if the Deceased was honorably or dishonorably discharged
and what time periods the veteran was actively serving in the military. If military records and discharge
paperwork is unavailable, contact the National Personnel Records Center, the National Archives or the local VA’s
office to obtain copies. Once copies have been secured, review the to determine eligibility of receiving survivor
benefits. A veteran or surviving spouse would qualify for the benefits if the veteran were honorably discharged,
served during WWII, Vietnam or the Korean conflict and is at least 65 years of age. If the veteran or surviving
spouse is eligible, confirm the eligibility and request the benefits. Contacting and notifying the Social Security
Administration, the Defense Enrollment Eligibility Reporting System (DEERS), the Defense Finance and
Accounting Service (DFAS) and the Veterans Administration (VA) are all ways to confirm and request the
benefits.
Have survivor’s benefits or pensions been confirmed and secured?
808 - Close out or transfer their PX (Post Exchange) account(s).
Did they have a PX (Post Exchange) account?
Identify and determine if the Deceased had a PX (Post Exchange) account. A PX is a retail store operating on
military reservations around the world offering goods and services to active duty, reserve and retired members of
the Armed Forces. Veterans are allowed to use and shop at all PX’s online and at some in person.
Sorting through the Deceased’s personal belongings, looking for a MILITARY STAR card, and bank or credit
card statements, illustrating any charges made to either a PX or funding to a MILTARY STAR card, could help
identify if they had a PX account. The MILITARY STAR Card and its use is only applicable to military
personnel and their families. Contacting family, friends and other service members that the veteran served with or
performing an online search on the Deceased could also help determine if such an account existed. There is an
online exchange shop that all PX account holders are able to use which holds a registry for PX accounts.
Knowledge of the Deceased’s username and password will likely be needed to access the account. Another viable
option is to visit the local PX and attempt to obtain the Deceased’s account information. Once the PX accounts
have been identified, review the transactions, reconcile any outstanding balances, make payments to the account
for any amounts that are past due and determine if the account will be transferred to a surviving spouse or
dependent child or if it will be closed out. If the account is to be transferred, ensure that it is transferred to the
correct beneficiary and update contact as well as billing information on the account. If the account is to be closed,
inform the PX and ensure that any monies in the account are collected and remitted to the Deceased’s estate or
beneficiaries. Accessing, transferring or closing a PX account may require a copy of the Deceased’s death
certificate as well as personal identification and a power of attorney from the designated trustee, beneficiary or
executor of the Deceased’s estate.
Have all PX accounts been transferred or reconciled and closed out?

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809 - Contact Casualty Assistance Office if they died on active duty.
Did the veteran die on active duty or the result of combat?
Determine if the Deceased died on active duty, and if they did, consider contacting the Casualty Assistance
Office. The Casualty Assistance Office is a department within the Department of Defense (DOD) which offers
assistance and support to surviving spouses and dependents of members who died while actively serving in the
Armed Forces.
If the Deceased passed away while on active duty, the Casualty Assistance Office will assign the Deceased’s file
to a Casualty Assistance Calls Officer (CACO) who will contact the Deceased’s family within 48 hours of the
service member’s death. The officer and office will likely be near the services member’s home that is on the
service member’s file. The officer will help the surviving spouse and dependents understand what benefits the
service member had, what benefits are available to the surviving spouse and dependents and what applicable
forms need to be filled out to file, apply and obtain such benefits. Furthermore, the officer can help identify the
circumstances around the service member’s death, will help in the return and disposition of the service member’s
remains and answer any questions that may be had. In most cases, the officer will contact the surviving spouse or
next of kin, if this hasn’t been done within 48 hours of the service member’s death, there is a good chance the
member’s records were not updated to reflect any major life changes such as a recent marriage, divorce or birth of
a child. If the surviving spouse or next of kin is aware of the service member’s death and has not been contacted
by a Casualty Assistance Calls Officer, one can be found by doing an online search, contacting the DOD or even
referring to other online resources such as Military OneSource.
Has a Casualty Assistance Calls Officer helped arrange for any eligible benefits?
810 - Investigate and obtain Wartime Service Pension (if applicable).
Did they have a Wartime Service Pension?
Identify and determine if the Deceased was eligible for Wartime Service Pension. Wartime Service Pensions are
applicable for veterans who served during a time of war, met certain service requirements, are over the age of 64
years old, are considered to have low income and are permanently disabled for reason that are not service-related.
Searching through the veteran’s records and files for military and service records as well as discharge paperwork
may help determine if the veteran is eligible for a Wartime Service Pension. These records and documents when
the veteran served, for how long the veteran served and if the veteran was honorably or dishonorably discharged.
In addition to age requirements, eligibility requirements include the veteran being discharged in any way other
than dishonorably, the veteran serving as least 90 days of active military with a minimum of one day during a war
time, the veteran having family income of below the yearly limits set by law and the veteran being disable not due
to the veteran’s own willful conduct. Once eligibility has been determined, in order to start obtaining the pension
benefits a VA Form 21-534, Application for Dependency and Indemnity Compensation Or Death Pension by
Surviving Spouse or Child will have to be submitted. This form can be found online or through a local VA office.
In addition to the form, one may need to submit dependency records such as marriage certificates and birth
certificates of the veteran’s children.
Have the benefits for their Wartime Service Pension been arranged?

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811 - Investigate and request Dependency & Indemnity Compensation.
Are the survivors eligible for any Dependency & Indemnity compensation?
Determine and identify if the Deceased’s survivors are eligible for dependency and indemnity compensation.
This compensation is paid to eligible survivors of active duty service members and survivors of veterans whose
deaths are determined to be service-related.
Searching through the veteran’s records and files for military and service records as well as contacting other
individuals who served with the Deceased may help determine if the survivors are eligible for dependency and
indemnity compensation. Eligibility requirements are set by Congress and for spouses are determined by when
they married the veteran or active duty member, how long they have been married for, their living arrangements
and if they have had children together; for children eligibility includes such things as the martial status of the
child, age of the child, if the service member died while on active duty or as a result of a service-related illness
and if the service member was a veteran how much time passed between the veterans discharge and death.
Eligibility requirements can be tedious, it is advisable to contact the VA for confirmation and clarity.
Upon confirming eligibility, it is important to apply for such benefits. To apply, one must complete VA Form
21P-534ez, Application for Dependency and Indemnity Compensation, Death Pension and/or Accrued Benefits
by a Surviving Spouse or Child and DD Form 1300, Report of Casualty. Once the forms are completed, submit
them to the VA office and mail the form to the Pension Management Center that serves your state. Keep records
of all forms that are submitted in the event that any future issues arise.
Has all Dependency & Indemnity compensation been received or arranged to be received?
812 - Contact Veteran Service Organizations (VSO) to check for benefits. (e.g.
AMVETS, VFW).
Could survivors possibly receive assistance and benefits from VSOs?
Determine if the Deceased’s survivors could receive any assistance from Veteran Service Organizations (VSOs).
VSOs are organizations which help protect the entitlements for veterans and their survivors. Some of the largest
VSOs include the AMVETS, VFW, The American Legion, Disabled American Veterans and Paralyzed Veterans
of America.
Search through the Deceased’s records and files to determine if they belonged to any Veteran Service
Organizations or had any relationship to one. Contacting family, friends, co-workers, neighbors and other
acquaintances as well as searching for the Deceased online may also help identify if they belonged to any such
organizations. If one is unsure about the Deceased’s relationship with a VSO, consider researching the various
VSOs by going through the list of VSOs on the U.S. Department of Veteran Affairs website. Upon identifying if
the Deceased belonged to a VSO, contact the VSO, inform them of the Deceased’s passing and ask them if there
are any benefits or assistance programs available for survivors. Some assistances they provide include education
through scholarships and grants, home loan information and support, medical claims assistance, job training and
counseling. In some cases, memberships to such organizations come with benefits such as supplemental life
insurance for survivors or death benefits for funeral costs. If benefits are available, confirm their availability for
the survivors, document such benefits and arrange for receipt of the benefits.
Has the VSO been contacted and any benefits understood or arranged for receipt?

11
813 - Notify DFAS (Defense Finance & Accounting Service) with respect to any
benefits administered.
Did they have any benefits administered by the Department of Defense (DoD)?
Determine and identify if the Deceased had any benefits being administered by the DOD and if they did, notify
DFAS. DFAS oversees administering and managing payments for active duty service members as well as retired
service members, such as veterans. DFAS provides support in regards to accounting, payroll and retirement
services on behalf of the DOD.
Search through the Deceased’s records and files, specifically looking for documentation dealing with payroll,
retirement accounts and other financial documents which the DFAS may have been managing. Contacting the
Deceased’s family members and other fellow service members or veterans is also a way to help identify if any
benefits were being administered by DFAS. Upon identifying the benefits managed by DFAS, contact DFAS,
inform them of the Deceased’s passing and obtain any relevant documents related to the benefits being
administered. This will require knowledge of the Deceased’s name, social security number, date of death, manner
of death, marital status as well as names and addresses of next of kin. This information should be available on the
Deceased’s military and service records, if available. Contacting DFAS and sharing this information may be done
online through the DFAS website, by mail or by phone. Note that upon informing the DFAS of the Deceased’s
death, monthly benefit payments will cease, and the DFAS will send out a SF1174 Claim for Unpaid.
Compensation of Deceased Member of the Uniformed Service, to claim any payments owed to the Deceased that
are in arrears as well as a copy of annuity account forms and instructions. Once these have bee received,
complete the SF1174 form and return it along with a copy of the Deceased’s death certificate and cause of death.
If the Deceased was enrolled in the Survivor Benefit Plan or the Retired Serviceman's Family Protection Plan,
complete DD Form 2656-7 and send it in with supporting documents.
Has DFAS been notified regarding any benefits and the impacts from the passing?
814 - Determine if they had a Survivor Benefit Plan (SBP).
Did they have a Survivor Benefit Plan?
Identify and determine if the Deceased had a Survivor Benefit Plan (SBP). A SBP allows veterans to allocate a
portion of their pension, or retirement pay, to a spouse or other eligible beneficiary after their death. If a veteran
has an eligible spouse or dependent child, enrollment in the SBP is automatic at 55 percent of the member’s
retired pay.
Searching through the Deceased’s records and files, searching specifically for retirement and pension statements,
plan documents and other documents related to such items will help determine if a Survivor Benefit Plan was
held. Contacting the Deceased’s family, other service members that they served with and even the Department of
Defense (DOD) can help identify if a SBP was in place. The DOD allows retirees to opt into the SBP retirement
annuity program when they retire. Upon identifying if the Deceased held an SBP, confirm with the DFAS that it
is active, review the account and determine who the beneficiary on the plan is. Keep in mind that the SBP
election does not automatically entitle the beneficiary named for SBP to Arrears of Pay (AOP) and that a separate
AOP designation will need to be made in order to designate the desired beneficiary to receive the benefits of the
SOP. If the beneficiary needs to be changed, one must submit a DD 2656-6, Survivor Benefit Plan Election
Change Certificate, to the DFAS. Also, it is important for the beneficiary to beware that the monthly payment
received from the SBP will be deemed a taxable annuity. Keep records of all forms that have been submitted and
make sure that the plans have been transferred correctly to the new beneficiaries.
Have any eligible SBP plans been transferred to the new beneficiaries?

12
815 - Determine if survivors can continue to receive healthcare (e.g. TRICARE).
Can any survivors continue to receive health care?
Identify and determine if any of the Deceased’s survivors are able to continue to receive health care benefits.
TRICARE is the health benefits program provide to U.S Armed Forces military personnel, military retirees, and
their dependents. If eligible, survivors can continue to receive such benefits for a defined period of time.
Search through the Deceased’s medical records, files and military records to determine if they were participating
in TRICARE. Contacting TRICARE directly or the Defense Health Agency can also help identify coverage.
Once coverage has been identified, inform TRICARE or the Defense Health Agency about the Deceased’s
passing, confirm the coverage and who was covered under the Deceased’s policy. Regarding continuation of
benefits, if the Deceased and their survivors were covered under TRICARE, then the survivors would be eligible
to continue coverage after the Deceased’s passing. If the Deceased was an active duty service member, the
survivors (as of 2021) may continue to receive coverage as active duty family members for three years after the
Deceased’s passing at the active duty rate at no additional cost, after the three years the retiree family member
rates will kick in and require a premium to be paid. If the Deceased was a veteran, the survivor’s coverage will
remain intact and whatever premiums that were being paid will continue. If the Deceased was a Guard or Reserve
member, the survivor’s benefits will be determined by the Deceased’s status at the time of death. Specifics when
it comes to age limitations on the Deceased’s children and other possible restrictions can be found on the
TRICARE website.
Have any healthcare benefits been confirmed for the survivors?
816 - Investigate and apply for tax forgiveness, if available.
Can survivors receive tax forgiveness?
Determine and identify if the Deceased’s survivors are able to receive tax forgiveness on any of the benefits that
may be received. Determination of what benefits are taxable and which ones are tax-free will be dictated by the
type of benefit that is received.
Make a list of all benefits that the Deceased’s survivors will receive including the issuing agency, the amount of
the benefit and the type of benefit. Contact the issuing agencies, confirm the benefits along with the beneficiaries
of such benefits and determine of they are taxable or not. Such benefits (as of 2021) such as the death gratuity of
$100,000 which is paid out if a service member dies due to a service-related disability while on active duty, active
duty for training, inactive duty for training or within 120 days of release from active, payments made under the
Dependency and Indemnity Compensation Program and proceeds from life insurance policies including SGLI,
FSGLI, TSCGLI, VGLI and S-DVI are considered tax-exempt and are eligible for tax forgiveness. Benefits such
as disbursements of pay and allowances that the service member had earned, special survivor indemnity
allowances and annuities or payments received from a Survivor Benefit Plan are considered taxable income to the
beneficiary and therefore are not eligible for tax forgiveness. Keep in mind that tax forgiveness is generally not
automatic, so one may need to submit a survivor’s claim along with other supporting documentation to the IRS to
ensure that the forgiveness is granted. If things get confusing, consider consulting with a tax specialist or
consultant. They can be found at Military OneSource. There may be State related tax benefits as well.
Have the applications for tax forgiveness been completed and processed?

13
817 - Review Department of Veteran Affairs information to find any other benefits.
Can survivors receive benefits administered by other agencies or organizations?
Identify and determine if the Deceased’s survivors are eligible to receive benefits from other agencies and
organizations. The Veteran Affairs has agreements and partnerships with various organizations across the nation
that offer assistance and help to survivors of service members. Additional benefits may be available depending
on the state, for example the Hazlewood Act in Texas supports spouses and children. The VA can provide
guidance on where to look if this has not already been accomplished.
Consider contacting the U.S. Department of Veterans Administration or a local VA office to obtain
documentation and information on benefits available to survivors of service members. As a surviving spouse or
dependent child of a veteran or active duty service member one may qualify for a slew of programs. Some
programs to consider are the VA home loan guarantee program, educational assistance programs, financial
consulting programs, job placement and recruitment programs, supplemental life insurance programs and
assistance programs for help with funeral costs and arrangements. From an educational standpoint, surviving
spouses are eligible for educational benefits for up to 20 years after a service member’s death to help pursue
higher education or a trade and surviving children are able to use benefits between the ages of 18 to 26 for higher
education purposes. If the service members children had impairments or the need for special care, there may be
benefits for special restorative training to help overcome the impairment. As for children that are of primary and
secondary school age, dependents are allowed to continue in Department of Defense Domestic Dependent
Elementary and Secondary Schools (DDESS) without limitations on their physical address or school until they
either graduate or other arrangements have been made. Regarding counseling, many veteran organizations offer
financial counseling, and the VA Office of Readjustment Counseling Service (RCS) offers bereavement
counseling. There are numerous benefits out there for survivors and most of them can be found online.
Is there confidence that all possible benefits from all organizations have now been found?
818 - Contact other military organizations for support (e.g. AER, AFAS, NMCRS).
Can survivors receive support from other military organization?
Identify and determine if the Deceased’s survivors can receive support or assistance from military organizations
that they were not a part of. Many support organizations do not discriminate against the branch of the Armed
Forces that the service member belonged to and merely bundle all service members in one group. They are
generally non-profit organizations that are looking to provide assistance, guidance and resources to all service
members and their surviving spouses or dependent children.
Contacting the VA, other surviving spouses, support groups, family, friends and sister agencies of the military
branches that the Deceased did not belong to are all ways to identify if such programs exist and what type of
support they offer. Some organizations to consider include the Army Emerging Relief (AER), Air Force Aid
Society (AFAS), Navy-Marine Corp Relief Society (NMCRS), Coast Guard Mutual Association (CGMA), Fleet
Reserve Association (FRA), Marine Corps League (MCL), Marine Corps Scholarship Foundation (MCSF) and
Wings Over America (WOA), a navy association. Upon contacting these organizations, make a list including the
name of the organization, contact information for the organization, what support they offer and to whom they
offer support to.
Have all applicable other support organizations been contacted?

Please contact us at www.heirlist.com or by mail 2901 City Place W. Boulevard, Suite 511, Dallas, Texas 75204 www.SketchHouseDesign.com
Coming in the future . . .
After a loved one passes, the
resolution of their affairs covers
the entire spectrum of the
human experience. Even for
those who have done it before,
the enormity of the challenge
and breadth of areas of
expertise is overwhelming, and
at a time when most are still
grieving. This is a critical
problem for society needing to
be addressed.
THE PROBLEM
The International Deceased
Resolution Standards were
created to assist in providing
structure for this challenge.
With close to 1,000 items (to
do list) and 100 questions, it
is a comprehensive and
detailed tool for everyone to
better close out the affairs of
the deceased.
THE CORNERSTONE
The HeirList mobile application
allows one to quickly assess
which of the close to 1,000
items of the IDRS applies, and
manage & track your progress
to their completion.
FREE MOBILE APP
THE SOLUTION
The Knowledge Base is a
repository of PDF files
supporting the mobile
application by providing
details on all of the questions
and ‘to do’ items, along with
how to resolve them.
KNOWLEDGE BASE
Application has 100
questions which allow
for groups of items to
be excluded or
included for further
review of relevance.
Group Exclusion
Overview of completion
and status of all of the
questions and items,
along with percentage
completions.
Progress & Status
A text searching
capability and a
direct-to-item input
option allow a user to
quickly find and work
on their areas of
interest.
Navigation
The application, along
with the HeirList.com
website, has over 100
FAQs and dozens of
help videos to support
usage and resolve
issues.
IDRS Updates
• Add new IDRS items every year
New Countries
• New countries (English speaking to start)
Dates & Priorities
• Dates, timing, reminders and assignments
Enable Voice Notes
• Voice recorded notes to stay inside app
State Sheets
• Details of laws, rules and contacts
Official Religious Guidance
• Protocols directly from religious leaders
Help Resources
More Than 60 Documents.
Over 550 Pages of “What To Do”
Core Features Premium Members
WHAT IS HEIRLIST?
Knowledge Base
Allows multiple users
to work on the same
deceased account and
divide up the work
while having a central
workspace and single
individual as the
coordinator.
Collaboration
Users can enter notes
into the application for
general comments or
specific questions and
items. Can assign
tasks, capture key
information or next
steps.
User Notes
Comprehensive set of 6
reports containing
close to 200 pages of
details on all the
inputs. Contains status
on all questions, items
along with date and
user who input them.
Detailed Reports
Application based
support for user issues
to better ensure
customer success.
Screen based portal to
submit questions with
human response for
resolution.
Support
Written to Answer . . . .
For Example
What exactly is this?
How do I know if it applies?
What do I need to do?
How do I know if I am finished?
Veteran’s Benefits
Retirement Plans
Bank
Probate
The Will
Children
Taxes
Assets
Funeral
Employer
Real Estate Government

HeirList Knowledge Base – File Subjects
Below are the subjects of the files within the HeirList Knowledge Base. There are over 60
files (PDFs) with more than 550 pages. The HeirList application has close to 40 additional
subjects with detailed descriptions and what is needed to resolve their requirements. The
files are available for Knowledge Base customers (In-App option or at www.HeirList.com).
Insurance
Intellectual Property
Internet & Online Services
Legal Issues (Non-litigation)
Litigation
Live-in Assistants
Loans & Debts
Marriage(s)
Medical & Healthcare
Mineral Rights
Mobile Devices
Organ Donation
Out of Town Death
Pets & Animals
Professionals (e.g. CPA)
Real Estate Ownership
Renter
Power of Attorney
Publishing
SEC Accredited Investors
Security (Keys, Passwords)
Special Needs Children
Tax Filings & IRS
Transgender
Trusts
Unions
Vehicles
Veterans
Wake & Visitation
Wills & Probate
Banks
Burial
Business (Family)
Business (Ownership)
Charity & Volunteering
Children
Citizenship & Visa
Computers
Cremation
Crime Victim
Criminal Record
Cryptocurrency
Death Notice & Obituary
Disability
Email Accounts
Employer (Final)
Employers (Prior)
Family Details
Finance Non-Qualified Investments
Finance Qualified Plans (IRA, 401k)
Firearms
Funeral Preparation / Pre-Paid
Funeral Service
Gig Contractors
Government Agencies - Federal
Government Agencies - State & Local
Graveside Service
Groups & Organizations
Home Services
Household Assets
Important Documents

Free Resource for Veterans - HeirList (IHS)

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Free Resource for Veterans - HeirList (IHS)